Crystal Wealth Management, Inc

CWM is committed to providing the highest caliber of support and service to all of its associated representatives.  Our customer service and the resources we make available to our representatives is unmatched in the industry and our commitment to the early adoption of new technologies ensures that you’ll always be able to provide the most accurate, up-to-date information to your clients.  Our emphasis on continuing education means that you’ll always be kept abreast of any new innovations or practices in your field.  Some of what we offer includes:

  •  A secure, structured platform for your business.
  • An efficient, highly-qualified back-office staff.
  • Independent research by our staff of financial professionals.
  • An emphasis on the early adoption of new technologies and a commitment to continuing education.
  • Full support of the opportunity for you to conduct business via marketing and referrals.

 A wide range of products and services, including but not limited to:
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Annuities
  • College Planning
  • Estate Planning
Marketing materials such as:
  • Direct mail marketing letters for individuals and groups.
  • Client and referral prospecting mailers.
  • Payroll stuffers.
  • Print and electronic ads.
  • Seminar announcements and invitations.
  • PowerPoint presentations.
  • Client education videos.
  • Brochures customized with your logo, biography and company information.
And technological tools including:
  • Advisor's Assistant
  • E-Money Advisor
  • Morningstar Workstation
  • Albridge Solutions
  • Quick Forms
  • Backroom Technician
  • DST Vision
  • Marketing Library
  • Numbers Cruncher
  • NetX 360